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Livermore
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Walt Disney Co

DIS
Exchange
NYSE
Industry
Services-Miscellaneous Amusement & Recreation
SEC CIK
0001744489

In the last 90 days, Walt Disney Co insiders filed 0 open-market purchases and 3 sales; 2,949 institutions reported holding it in 13F filings for Q2 2026, worth $127.3B in total; 9 superinvestors hold it, including Viking Global Investors and D1 Capital Partners.

13F holders, Q4 2023

Institutional positions in Walt Disney Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,009
+227 vs. Q3 2023
Shares held
1.21B
+45.7M (+3.9%) vs. Q3 2023
Total value
$109.0B
+$14.8B (+15.7%) vs. Q3 2023
New holders
374
927 more added
Sold out
147
1,465 more reduced

49 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 3,009 institutions
Q1 2021: 3,174 institutionsQ2 2021: 3,114 institutionsQ3 2021: 3,097 institutionsQ4 2021: 3,374 institutionsQ1 2022: 3,297 institutionsQ2 2022: 3,015 institutionsQ3 2022: 3,005 institutionsQ4 2022: 2,995 institutionsQ1 2023: 3,076 institutionsQ2 2023: 2,962 institutionsQ3 2023: 2,831 institutionsQ4 2023: 3,009 institutionsQ1 2024: 3,178 institutionsQ2 2024: 3,034 institutionsQ3 2024: 2,940 institutionsQ4 2024: 3,248 institutionsQ1 2025: 3,076 institutionsQ2 2025: 3,209 institutionsQ3 2025: 3,082 institutionsQ4 2025: 3,186 institutionsQ1 2026: 3,016 institutionsQ2 2026: 2,949 institutions
Value heldQ4 2023: $109.0B
Q1 2021: $218.1BQ2 2021: $208.0BQ3 2021: $200.3BQ4 2021: $181.8BQ1 2022: $158.8BQ2 2022: $107.4BQ3 2022: $109.7BQ4 2022: $100.6BQ1 2023: $116.4BQ2 2023: $102.4BQ3 2023: $94.4BQ4 2023: $109.0BQ1 2024: $152.6BQ2 2024: $122.6BQ3 2024: $119.2BQ4 2024: $141.5BQ1 2025: $127.0BQ2 2025: $162.0BQ3 2025: $148.5BQ4 2025: $151.4BQ1 2026: $125.0BQ2 2026: $127.3B
Institutions holding DIS and their total value by quarter
QuarterHoldersValue
Q2 20262,949$127.3B
Q1 20263,016$125.0B
Q4 20253,186$151.4B
Q3 20253,082$148.5B
Q2 20253,209$162.0B
Q1 20253,076$127.0B
Q4 20243,248$141.5B
Q3 20242,940$119.2B
Q2 20243,034$122.6B
Q1 20243,178$152.6B
Q4 20233,009$109.0B
Q3 20232,831$94.4B
Q2 20232,962$102.4B
Q1 20233,076$116.4B
Q4 20222,995$100.6B
Q3 20223,005$109.7B
Q2 20223,015$107.4B
Q1 20223,297$158.8B
Q4 20213,374$181.8B
Q3 20213,097$200.3B
Q2 20213,114$208.0B
Q1 20213,174$218.1B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q3 2023.

Institutions holding DIS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BIP Wealth, LLC2,706$244.3K0.02%+2,706New
Correct Capital Wealth Management2,705$244.2K0.06%+2,705New
Ssi Investment Management LLC2,703$244.1K0.02%−9−0.3%Reduced
Rockline Wealth Management, LLC2,699$243.7K0.10%+2,699New
E&G Advisors, LP2,695$243.4K0.09%−1,790−39.9%Reduced
Waddell & Associates, LLC2,696$243.3K0.03%−2,714−50.2%Reduced
Concorde Asset Management, LLC2,626$242.6K0.17%+2,626New
Laffer Tengler Investments2,686$242.5K0.06%+61+2.3%Added
Invictus Private Wealth, LLC2,685$242.4K0.02%−50−1.8%Reduced
Teamwork Financial Advisors, LLC2,683$242.2K0.04%−755−22.0%Reduced
Charles Schwab Investment Advisory, Inc.2,676$241.6K0.00%+2,676New
RDA Financial Network2,673$241.3K0.09%+87+3.4%Added
Signet Financial Management, LLC2,669$241.0K0.04%−50−1.8%Reduced
Meridian Investment Counsel Inc.2,667$240.8K0.08%00.0%Unchanged
Collaborative Wealth Managment Inc.2,666$240.7K0.13%+50+1.9%Added
Headlands Technologies LLC2,665$240.6K0.07%+2,665New
Advisors Management Group Inc2,658$240.0K0.07%+2,658New
Platte River Wealth Advisors, LLC2,658$240.0K0.08%−265−9.1%Reduced
Northwest Capital Management Inc2,655$239.7K0.08%−126−4.5%Reduced
Emfo, LLC2,651$239.3K0.22%−185−6.5%Reduced
Cypress Asset Management Inc2,650$239.3K0.07%−4,285−61.8%Reduced
Cardinal Strategic Wealth Guidance2,647$239.2K0.10%00.0%Unchanged
Kesler, Norman & Wride, LLC2,645$238.8K0.05%−3,146−54.3%Reduced
Investmark Advisory Group LLC2,643$238.7K0.14%+31+1.2%Added
Wrapmanager Inc2,642$238.5K0.07%+29+1.1%Added
Vestor Capital, LLC2,635$238.0K0.02%+544+26.0%Added
Concord Wealth Partners2,635$237.9K0.05%−842−24.2%Reduced
Dixon Fnancial Services, Inc.2,635$237.9K0.15%00.0%Unchanged
Thrive Wealth Management, LLC2,634$237.8K0.05%−513−16.3%Reduced
Vista Private Wealth Partners. LLC2,614$237.4K0.13%+9+0.3%Added
Weiss Multi-Strategy Advisers LLC2,630$237.0K0.01%+2,630New
Tranquilli Financial Advisor LLC2,621$236.7K0.17%+72+2.8%Added
First City Capital Management, Inc.2,619$236.5K0.14%−221−7.8%Reduced
Round Rock Advisors, LLC2,610$235.7K0.06%+2,610New
Element Pointe Advisors, LLC2,605$235.2K0.07%−1,393−34.8%Reduced
Axq Capital, LP2,600$234.8K0.06%−14,000−84.3%Reduced
Paradigm Asset Management Co LLC2,600$234.8K0.06%00.0%Unchanged
1776 Wealth LLC2,597$234.5K0.12%00.0%Unchanged
Fundamentun, LLC2,592$234.1K0.03%−224−8.0%Reduced
KFA Private Wealth Group, LLC2,585$233.4K0.08%−29−1.1%Reduced
ASB Consultores, LLC2,584$233.3K0.08%−376−12.7%Reduced
Oak Hill Wealth Advisors, LLC2,582$233.2K0.08%−1,580−38.0%Reduced
Alterna Wealth Management, Inc2,575$232.5K0.28%−100−3.7%Reduced
Bridgefront Capital, LLC2,553$230.5K0.17%+2,553New
WealthShield Partners, LLC2,539$230.0K0.04%+2,539New
W.G. Shaheen & Associates DBA Whitney & Co2,546$229.9K0.03%+11+0.4%Added
East Coast Asset Management, LLC.2,538$229.2K0.09%−100−3.8%Reduced
Lipe & Dalton2,541$229.0K0.12%00.0%Unchanged
Fidelity D & D Bancorp Inc2,535$228.9K0.18%−193−7.1%Reduced
Sumitomo Mitsui Financial Group, Inc.2,531$228.8K0.01%−2,963−53.9%Reduced
Northwest Financial Advisors2,529$228.3K0.19%+2,529New
Green Square Capital Advisors LLC2,524$227.9K0.03%−579−18.7%Reduced
GSG Advisors LLC2,486$227.9K0.09%+2,486New
Channel Wealth LLC2,522$227.7K0.11%+2,522New
Gould Asset Management LLC2,520$227.5K0.06%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC2,518$227.4K0.15%+2,518New
Northwest Wealth Management, LLC2,518$227.3K0.07%+48+1.9%Added
McMahon Financial Advisors, LLC2,515$227.1K0.06%+2,515New
Tanglewood Legacy Advisors, LLC2,514$227.0K0.12%00.0%Unchanged
Opes Wealth Management LLC2,511$226.7K0.05%−236−8.6%Reduced
Titleist Asset Management, LLC2,503$226.0K0.04%+2,503New
West Oak Capital, LLC2,496$226.0K0.11%00.0%Unchanged
FreeGulliver LLC2,502$225.9K0.30%+2,502New
S. R. Schill & Associates2,502$225.9K0.10%−27−1.1%Reduced
Yelin Lapidot Holdings Management Ltd.2,500$225.7K0.05%00.0%Unchanged
Breed's Hill Capital LLC2,495$225.3K0.22%+2,495New
Monticello Wealth Management, LLC2,494$225.2K0.02%+2,494New
Bellevue Asset Management, LLC2,489$224.7K0.20%−200−7.4%Reduced
Legacy Financial Group, Inc.2,485$224.3K0.10%+2,485New
Unique Wealth, LLC2,477$223.7K0.07%−82−3.2%Reduced
Moss Adams Wealth Advisors LLC2,465$223.3K0.05%+2,465New
Affinity Capital Advisors, LLC2,471$223.1K0.05%−372−13.1%Reduced
Green Harvest Asset Management LLC2,468$222.9K0.01%+2,468New
Clearwater Capital Advisors, LLC2,468$222.8K0.02%+2,468New
Kozak & Associates, Inc.2,391$222.5K0.07%−3,987−62.5%Reduced
Capital Square, LLC2,457$221.9K0.25%+33+1.4%Added
Sanctuary Wealth Management, L.L.C.2,457$221.8K0.21%00.0%Unchanged
PYA Waltman Capital, LLC2,449$221.1K0.09%−35−1.4%Reduced
Phraction Management LLC2,447$220.9K0.09%+2,447New
SPC Financial, Inc.2,444$220.7K0.02%−71−2.8%Reduced
Financial Advisors, LLC2,440$220.3K0.05%−73−2.9%Reduced
Family Firm, Inc.2,439$220.2K0.06%+2,439New
Chase Investment Counsel Corp2,446$220.0K0.10%+2,446New
Capital CS Group, LLC2,433$219.7K0.24%−100−3.9%Reduced
Pennsylvania Capital Management Inc2,427$219.1K0.09%−320−11.6%Reduced
Global Wealth Management Investment Advisory, Inc.2,427$219.1K0.06%+133+5.8%Added
Mosley Wealth Management2,427$219.1K0.22%+2,427New
Fairhaven Wealth Management, LLC2,426$219.0K0.08%+2,426New
Leonard Rickey Investment Advisors P.L.L.C.2,424$218.9K0.06%+2,424New
Gill Capital Partners, LLC2,424$218.9K0.09%+2,424New
Hilltop Wealth Advisors, LLC2,424$218.9K0.12%+2,424New
Capital Advisors, Ltd. LLC2,416$218.0K0.03%+78+3.3%Added
Montz Harcus Wealth Management LLC2,412$217.7K0.17%+2,412New
Asset Management Resources, LLC2,405$217.1K0.12%−287−10.7%Reduced
AJ Advisors, LLC2,405$217.1K0.13%+2,405New
Flaharty Asset Management, LLC2,400$216.7K0.03%−84−3.4%Reduced
Mad River Investors2,400$216.7K0.20%+2,400New
Cornercap Investment Counsel Inc2,394$216.2K0.04%−29,962−92.6%Reduced
Traverso Chambers Private Wealth Management, LLC2,392$216.0K0.05%−208−8.0%Reduced
Versant Capital Management, Inc2,392$216.0K0.06%+21+0.9%Added